Who Owns TORTOISE CAPITAL SERIES TRUS (TORIX)? -- Institutional Holders (2026-03-31)
68 institutions reported holding $62.2M of TORTOISE CAPITAL SERIES TRUS (TORIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mariner, LLC ($9.6M), JANE STREET GROUP, LLC ($6.9M), MONETA GROUP INVESTMENT ADVISORS LLC ($6.3M), Sterneck Capital Management, LLC ($4.3M), WCG Wealth Advisors LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mariner, LLC | $9.6M | 330,031 | Trimmed |
| 2 | JANE STREET GROUP, LLC | $6.9M | 199,723 | Added |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | $6.3M | 225,004 | Trimmed |
| 4 | Sterneck Capital Management, LLC | $4.3M | 122,943 | Added |
| 5 | WCG Wealth Advisors LLC | $3.5M | 70,132 | Added |
| 6 | Harel Insurance Investments & Financial Services Ltd. | $2.6M | 52,550 | Added |
| 7 | Parallel Advisors, LLC | $2.3M | 64,849 | Added |
| 8 | Thrivent Financial for Lutherans | $1.8M | 36,123 | Added |
| 9 | Callan Family Office, LLC | $1.8M | 63,391 | Hold |
| 10 | GOLDMAN SACHS GROUP INC | $1.7M | 61,281 | Added |
| 11 | Diversified Trust Co | $1.7M | 60,344 | New |
| 12 | GTS SECURITIES LLC | $1.4M | 45,646 | Trimmed |
| 13 | FLOW TRADERS U.S. LLC | $1.4M | 26,915 | Added |
| 14 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.2M | 35,934 | New |
| 15 | IHT Wealth Management, LLC | $1.2M | 34,776 | New |
| 16 | Atria Investments, Inc | $1.2M | 34,776 | New |
| 17 | Phoenix Wealth Advisors | $892,367 | 17,698 | Trimmed |
| 18 | LPL Financial LLC | $833,867 | 16,538 | Trimmed |
| 19 | Meramec Financial Planners, LLC | $823,750 | 15,511 | Trimmed |
| 20 | Equitable Holdings, Inc. | $817,169 | 16,084 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $802,268 | 15,911 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $672,552 | 23,900 | Trimmed |
| 23 | HighTower Advisors, LLC | $672,540 | 19,415 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $647,003 | 12,832 | New |
| 25 | Forvis Mazars Wealth Advisors, LLC | $609,491 | 17,595 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31